Taylor Schulte| CFP®
- Fee-Only Financial Planning
- Investment Management
- Retirement Planning
- 401(k) and IRAs
- Financial Review
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- One-time Financial Plan
- Charitable Giving
- Employee Benefits
San Diego, CA 92101
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Taylor Schulte, CFP® is a Fee-Only San Diego Financial Planner and founder of Define Financial. Define Financial is a full-service wealth management firm dedicated to helping busy professionals and retirees maximize their wealth. Taylor is also the proud owner of Stay Wealthy San Diego, a finance blog aimed at helping consumers make smart decisions with their money. Taylor is a regular contributor to Kiplinger and has been featured in The Wall Street Journal, Forbes, San Diego Union-Tribune, San Diego Business Journal, Bloomberg, USA Today, and more.
I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I wanted to change that.
In 2014, I launched Define Financial. We are a team of industry-leading CFP® professionals working with our clients on the same side of the table. We help our clients keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom.
Since launching Define Financial, I’ve been recognized as a multi-year Five Star Wealth Manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews, and I was the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.
I’m a proud graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.
When I’m not perfecting financial plans, you can find me traveling with my wife, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Nobody does financial planning like we do. Period.
Define Financial is a fee-only financial planning firm headquartered in San Diego, CA. We specialize in financial planning and investment management services for busy professionals and retirees.
Do you think the next 30 years will look like the previous 30 years? We certainly don’t. Define was launched to provide a fresh, new perspective on the global financial markets and develop forward-looking solutions to ensure our clients can reach their goals.